Manchester Capital Management’s Williams-Sonoma WSM Stock Holding History

Manchester Capital Management’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.3K	Buy	106 +27	+34%	+$4.41K	﹤0.01%	746
2025 Q1	$12.5K	Buy	79 +2	+3%	+$316	﹤0.01%	784
2024 Q4	$14.3K	Hold	77	–	–	﹤0.01%	761
2024 Q3	$11.9K	Sell	77 -13	-14%	-$2.01K	﹤0.01%	764
2024 Q2	$12.7K	Buy	90 +8	+10%	+$1.13K	﹤0.01%	719
2024 Q1	$13K	Hold	82	–	–	﹤0.01%	599
2023 Q4	$8.27K	Hold	82	–	–	﹤0.01%	629
2023 Q3	$6.37K	Sell	82 -4	-5%	-$311	﹤0.01%	622
2023 Q2	$5.38K	Buy	86 +26	+43%	+$1.63K	﹤0.01%	610
2023 Q1	$3.65K	Hold	60	–	–	﹤0.01%	671
2022 Q4	$3.45K	Sell	60 -28	-32%	-$1.61K	﹤0.01%	593
2022 Q3	$5K	Hold	88	–	–	﹤0.01%	526
2022 Q2	$5K	Buy	88 +34	+63%	+$1.93K	﹤0.01%	565
2022 Q1	$4K	Sell	54 -4	-7%	-$296	﹤0.01%	709
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	692
2021 Q3	$5K	Buy	58 +4	+7%	+$345	﹤0.01%	707
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	609
2021 Q1	$5K	Sell	54 -6	-10%	-$556	﹤0.01%	537
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	582
2020 Q3	$3K	Buy	60 +6	+11%	+$300	﹤0.01%	463
2020 Q2	$2K	Hold	54	–	–	﹤0.01%	527
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	534
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	510
2019 Q3	$2K	Hold	54	–	–	﹤0.01%	507
2019 Q2	$2K	Hold	54	–	–	﹤0.01%	540
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	629
2018 Q4	$2K	Hold	54	–	–	﹤0.01%	509
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	518
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	523
2018 Q1	$1K	Hold	54	–	–	﹤0.01%	564
2017 Q4	$1K	Hold	54	–	–	﹤0.01%	492
2017 Q3	$1K	Hold	54	–	–	﹤0.01%	479
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	479
2017 Q1	$1K	Hold	54	–	–	﹤0.01%	493
2016 Q4	$1K	Hold	54	–	–	﹤0.01%	492
2016 Q3	$1K	Hold	54	–	–	﹤0.01%	513
2016 Q2	$1K	Hold	54	–	–	﹤0.01%	534
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	590
2015 Q4	$2K	Hold	54	–	–	﹤0.01%	649
2015 Q3	$2K	Hold	54	–	–	﹤0.01%	627
2015 Q2	$2K	Buy	54 +30	+125%	+$1.11K	﹤0.01%	547
2015 Q1	$0	Buy	+24	New	–	﹤0.01%	911